2025-11-13T15:31:59-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990PF 2024-01-01 866043169 VANCE FOUNDATION VANC 5207913939 2440 E BROADWAY TUCSON AZ 85719 JENNIFER LOHSE VICE PRESIDENT 5207913939 2025-11-12 1 1 FRANK AULETTA P01226630 5207903500 2025-11-12 2024 2025-03-06 01:10:19Z X 1483375 X X 15 15 98318 87434 0 1071 0 98333 87449 5147 1202 3945 1054 896 158 857 214 643 2735 684 2051 167 42 125 2800 0 0 537 134 348 87 261 17 4 13 137 34 103 1142 285 857 14941 3582 8156 61000 61000 75941 3582 69156 22392 83867 123104 147105 147105 186726 185654 154366 195897 195897 202728 961449 961449 973403 20940 15618 5859 5322 5322 451 451 451 1473486 1495878 1483375 0 0 X 0 0 0 0 1473486 1495878 1473486 1495878 1473486 1495878 1473486 22392 0 1495878 0 1495878 PUBLICLY TRADED SECURITIES 1071 1071 0 0 0 1166 0 1166 0 1166 2009 0 0 0 2009 0 843 843 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 TUCSONFOUNDATIONS.ORG PATRICIA LOHSE 5207913939 2440 E BROADWAY TUCSON AZ 85719 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 PRESIDENT 1.00 1697 0 0 JENNIFER LOHSE 2440 E BROADWAY TUCSON AZ 85719 VICE-PRESIDENT 1.00 1725 100 0 ROBERT LOHSE 2440 E BROADWAY TUCSON AZ 85719 SECRETARY/TREASURER 1.00 0 0 0 PATRICIA LOHSE NOT ON BOARD 2440 E BROADWAY TUCSON AZ 85719 VP OF OPERATIONS 1.00 1725 100 0 NONE 0 NONE 0 0 1336024 150073 5773 1491870 0 0 1491870 22378 1469492 73475 73475 1166 1166 72309 0 72309 0 72309 69156 0 69156 72309 0 0 2070 2070 69156 0 0 0 69156 0 2070 2070 0 0 0 0 0 1083 0 0 0 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 5207913939 A COPY OF THE IRS DETERMINATION LETTER AND A BRIEF DESCRIPTION OF THE ORGANIZATION'S ACTIVITIES, ALONG WITH A COPY OF THE CURRENT BUDGET. NONE GRANTS ARE GENERALLY MADE TO ORGANIZATIONS IN THE TUCSON AREA. ARIZONA HISTORICAL SOCIETY 4466 E RIVER OAK TRAIL TUCSON AZ 85718 N/A PC SOUTHERN ARIZONA HISTORY CONNECTION 5000 CHILDREN'S MUSEUM OF TUCSON 200 S 6TH AVE TUCSON AZ 85701 N/A PC CAPITAL CAMPAIGN 30000 PLANNED PARENTHOOD 4751 N 15TH STREET PHOENIX AZ 85014 N/A PC VASECTOMY SERVICES 25000 TUCSON HISTORIC PRESERVATION FOUNDATION PO BOX 40008 TUCSON AZ 85717 N/A PC UNRESRICTED IN MEMORY/HONOR 1000 61000 0 14 15 14 98318 0 98333 0 98333 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2735 684 2051 LEASEHOLD IMPROVEMENTS 1995-12-01 20940 15081 SL 39.000000000000 537 0 EXPLANATION FOR SHARED OFFICE EXPENSES FROM 990-PF, PART 1, LINE 24 THE FOUNDATION REIMBURSES THE MULCAHY FOUNDATION, #86-6053461, FOR THE SHARED OFFICE EXPENSES OF A GROUP OF RELATED CHARITABLE/EXEMPT ORGANIZATIONS HOUSED IN THE SAME OFFICE. THIS ARRANGEMENT PROMOTES EFFICIENT ACCOUNTING FOR THE ENTITIES, ELIMINATING THE NEED FOR MULTIPLE PAYROLL FILINGS, ETC. 60M AT&T, 6.5%, DUE 2029 59858 62708 30M ALBERTA ENERGY, 7.375%, DUE 2031 30358 32542 5M ALBERTSON'S, 8%, DUE 2031 4986 5256 100M ALLTEL, 7.875%, DUE 2032 103521 112608 5M ARCELORMITTAL, 7.5%, DUE 2041 4555 5154 15M BOEING, 7.25%, DUE 2025 15000 15498 44M CLIFFS NAT RES INC, 6.25%, DUE 2040 38504 37962 16M EMBARQ, 7.995%, DUE 2036 16185 8744 34M FAIRFAX FINANCIAL, 7.75%, DUE 2037 40891 38718 30M FORD, 7.75%, DUE 2043 32314 32126 10M GEORGIA PACIFIC, 7.375%, DUE 2025 9090 10255 60M GENERAL ELECTRIC, 6.875%, DUE 2039 67765 68129 25M GOLDMAN SACHS, 6.75%, DUE 2037 26249 26764 23M GMAC, 8%, DUE 2031 24642 25405 62M HEWLETT-PACKARD, 6%, DUE 2041 63597 62857 30M MBIA INC, 6.625%, DUE 2028 28479 29304 15M MOTOROLA, 6.5%, DUE 2028 14892 15344 30M NATIONAL FUEL GAS CO, 7.375%, DUE 2025 29554 30171 20M PETROLEOS MEXICANOS, 6.75%, DUE 2047 20446 13749 50M ROYAL & SUN ALLIANCE, 8.95%, DUE 2029 48010 56701 36M SAFEWAY INC, 7.25%, DUE 2031 34923 36879 30M SPRINT CAPITAL, 6.875%, DUE 2028 29552 31860 25M ENERGY TRANSFER LP, 6.85%, DUE 2040 28359 26457 22M TELEFONICA, 7.045%, DUE 2036 20966 24192 30M TIME WARNER CABLE, 7.3%, DUE 2038 32701 30520 30M TRANSAMERICA CAP, 7.625%, DUE 2037 32007 31511 90M PHILLIPS 66, 8.125%, DUE 2030 104045 101989 20 SHS WELLS FARGO PFD CL A 20805 23886 1,546 SHS AT&T 34341 35202 9,500 SHS BLUE OWL CAPITAL CORP 140751 143640 0 0 185654 154366 LEASEHOLD IMPROVEMENTS 20940 15618 5322 ART 451 451 451 INSURANCE 884 221 663 MISCELLANEOUS 258 64 194 OTHER PROFESSIONAL FEES SHARED 167 42 125 EXCISE TAXES 2800 0 0